Initial Consultation
Your Free First Look… We offer a complimentary initial consultation for every prospective client. This is a chance to openly discuss your dreams, financial goals, and needs with an advisor and get all your questions answered. We often include a complimentary portfolio analysis to better understand your current strategy. Rest assured, everything we discuss remains strictly confidential. We recommend that both spouses attend whenever possible.
Financial Planning
Given the complexity of our clients' financial lives, a comprehensive financial plan is seamlessly included within the menu of services we provide. This strategic plan offers a clear understanding of your goals, needs, and requirements regarding risk and return. It is designed to be flexible and fluid, ensuring regular updates are performed in response to any financial changes.
A financial plan can specifically address: retirement and longevity planning, wealth transfer, cost analysis for dependents, debt elimination strategies, major purchase planning, eldercare, long-term care, and a complete assessment of financial risk.
Portfolio Management
We believe effective investing starts with deep understanding. We get to know each client personally, clarifying your time horizons, goals, objectives, and cash flow needs. This personalized approach allows us to recommend a portfolio strategy that is explicitly tailored to your vision—one that offers the optimal chance of reaching your objectives with the least amount of associated risk.